Financial Engines Advisors
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Financial Engines Advisors’s Southern Company SO Stock Holding History

Financial Engines Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
2,359
+246
+12% +$23.2K ﹤0.01% 526
2026
Q1 		$204K Sell
2,113
-1,295
-38% -$120K ﹤0.01% 515
2025
Q4 		$297K Sell
3,408
-2,105
-38% -$192K ﹤0.01% 469
2025
Q3 		$522K Buy
+5,513
New +$515K ﹤0.01% 388
2024
Q3 		– Sell
-4,138
Closed -$321K – 394
2024
Q2 		$321K Buy
4,138
+674
+19% +$51.1K ﹤0.01% 299
2024
Q1 		$249K Buy
+3,464
New +$239K ﹤0.01% 311
2023
Q4 		– Sell
-5,430
Closed -$351K – 337
2023
Q3 		$351K Sell
5,430
-172
-3% -$11.9K ﹤0.01% 228
2023
Q2 		$394K Buy
+5,602
New +$402K ﹤0.01% 225
2023
Q1 		– Sell
-3,095
Closed -$221K – 307
2022
Q4 		$221K Buy
+3,095
New +$207K ﹤0.01% 271
2022
Q3 		– Sell
-4,421
Closed -$315K – 304
2022
Q2 		$315K Buy
4,421
+362
+9% +$26.6K ﹤0.01% 248
2022
Q1 		$294K Buy
+4,059
New +$275K ﹤0.01% 258
2018
Q1 		– Sell
-251
Closed -$12K – 216
2017
Q4 		$12K Buy
+251
New +$12.8K ﹤0.01% 104

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Engines Advisors's SO Position: Q2 2026 in Review

Financial Engines Advisors increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,359 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Financial Engines Advisors first reported a position in SO in Q4 2017 and has held it in 12 quarters since. The position peaked at $522K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Engines Advisors held 2,359 shares of Southern Company worth $226K as of Q2 2026.
  • Financial Engines Advisors bought 246 Southern Company shares in Q2 2026, an estimated $23.2K.
  • Southern Company made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #526 holding.
  • Financial Engines Advisors first reported a position in Southern Company in Q4 2017 and has held it in 12 quarters since.
  • Financial Engines Advisors's Southern Company position peaked at $522K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.